Q2 EPS Estimates for CVS Health Decreased by Leerink Partnrs

CVS Health Co. (NYSE:CVS) – Research analysts at Leerink Partnrs lowered their Q2 2025 earnings per share (EPS) estimates for shares of CVS Health in a note issued to investors on Thursday, April 24th. Leerink Partnrs analyst M. Cherny now forecasts that the pharmacy operator will post earnings per share of $1.54 for the quarter, down from their prior forecast of $1.61. Leerink Partnrs has a “Strong-Buy” rating on the stock. The consensus estimate for CVS Health’s current full-year earnings is $5.89 per share. Leerink Partnrs also issued estimates for CVS Health’s Q4 2025 earnings at $1.35 EPS.

CVS has been the subject of a number of other reports. Barclays increased their price target on CVS Health from $71.00 to $73.00 and gave the company an “overweight” rating in a research note on Thursday, February 13th. Truist Financial increased their target price on shares of CVS Health from $76.00 to $82.00 and gave the stock a “buy” rating in a research report on Friday, April 11th. Edward Jones upgraded shares of CVS Health from a “hold” rating to a “buy” rating in a research note on Thursday, January 30th. Mizuho increased their price objective on CVS Health from $70.00 to $76.00 and gave the company an “outperform” rating in a report on Wednesday, April 9th. Finally, JPMorgan Chase & Co. raised their price target on CVS Health from $80.00 to $81.00 and gave the company an “overweight” rating in a research report on Tuesday, February 18th. Four analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, CVS Health currently has an average rating of “Moderate Buy” and a consensus target price of $71.83.

CVS Health Price Performance

Shares of CVS opened at $65.30 on Monday. CVS Health has a 12 month low of $43.56 and a 12 month high of $71.45. The company has a market cap of $82.33 billion, a P/E ratio of 17.84, a PEG ratio of 0.98 and a beta of 0.57. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.81 and a quick ratio of 0.60. The stock has a fifty day moving average price of $66.48 and a 200 day moving average price of $58.77.

CVS Health (NYSE:CVS) last issued its earnings results on Wednesday, February 12th. The pharmacy operator reported $1.19 EPS for the quarter, topping the consensus estimate of $0.89 by $0.30. CVS Health had a return on equity of 9.11% and a net margin of 1.24%.

Hedge Funds Weigh In On CVS Health

Hedge funds have recently made changes to their positions in the business. Ridgewood Investments LLC grew its position in shares of CVS Health by 255.7% in the 4th quarter. Ridgewood Investments LLC now owns 626 shares of the pharmacy operator’s stock valued at $28,000 after acquiring an additional 450 shares during the period. Stonebridge Financial Group LLC bought a new position in shares of CVS Health during the 4th quarter worth approximately $28,000. Hopwood Financial Services Inc. acquired a new stake in shares of CVS Health during the 4th quarter worth about $29,000. McIlrath & Eck LLC increased its stake in shares of CVS Health by 32.6% during the fourth quarter. McIlrath & Eck LLC now owns 707 shares of the pharmacy operator’s stock worth $32,000 after purchasing an additional 174 shares during the period. Finally, Financial Perspectives Inc grew its holdings in CVS Health by 137.5% in the 4th quarter. Financial Perspectives Inc now owns 805 shares of the pharmacy operator’s stock valued at $36,000 after buying an additional 466 shares in the last quarter. 80.66% of the stock is owned by institutional investors.

Insider Activity at CVS Health

In other news, Director Michael F. Mahoney acquired 30,000 shares of CVS Health stock in a transaction that occurred on Tuesday, February 18th. The shares were acquired at an average price of $66.70 per share, with a total value of $2,001,000.00. Following the purchase, the director now directly owns 39,356 shares of the company’s stock, valued at $2,625,045.20. The trade was a 320.65 % increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP James David Clark sold 7,513 shares of the business’s stock in a transaction on Wednesday, March 5th. The shares were sold at an average price of $66.35, for a total transaction of $498,487.55. Following the completion of the transaction, the senior vice president now directly owns 8,394 shares of the company’s stock, valued at $556,941.90. This trade represents a 47.23 % decrease in their position. The disclosure for this sale can be found here. 1.22% of the stock is currently owned by company insiders.

CVS Health Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 1st. Investors of record on Tuesday, April 22nd will be paid a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 4.07%. The ex-dividend date of this dividend is Tuesday, April 22nd. CVS Health’s dividend payout ratio (DPR) is 72.68%.

About CVS Health

CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services.